Ken Park is a Wealth Management Advisor with Merrill Lynch Wealth Management. He emphasizes a disciplined approach that begins with understanding each client's unique needs, concerns, and priorities. Ken holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the CHARTERED FINANCIAL CONSULTANT (ChFC) designation, and is recognized as a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Virginia. His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Jacob Yashar is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations and possessing 44 years of industry experience. His prior roles include positions at California Health Benefit Exchange and The Prudential Insurance Company of America, where he has worked since 1981. He is also involved in marketing individual medical insurance outside of his advisory duties. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

Lusine Budagyan is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank since 2006, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she provides in-home health care services in Glendale, CA. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with tailored solutions.

Howard Doan is a financial advisor with Morgan Stanley in Pasadena, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at UBS Financial Services. Outside of his advisory role, he is an owner of Acorn Lodging Partners LLC, a lodging-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Ming Tam is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2018 and previously was with Rogerson Kratos. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Thomas is a financial advisor at Charles Schwab with 33 years of industry experience. He holds a Series 63 designation and has worked at Charles Schwab since 1993, including a tenure at Charles Schwab Bank starting in 2005, and previously spent two years at TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates as both a broker-dealer and investment adviser, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts via multi-asset model portfolios and alternative investment options.

Shaun Castro Ansueta is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options including insurance-related vehicles and bank deposit sweep programs.

Armine Babayan is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following a year as a self-employed advisor. Based in Pasadena, CA, she provides advisory services through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Laura Garcia is a financial advisor with Morgan Stanley in Sherman Oaks, CA, holding Series 65 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Katherine Brody is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pedro Cisneros is a Series 66-licensed financial advisor with LPL Financial, based in Pasadena, CA, and has 14 years of industry experience. He previously worked at Firefighters First Credit Union and CUSO Financial Services, Lp. He is also involved with Firehouse Financial, a business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jaspreet Puri is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client strategies.

David Cheng is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, Fidelity Brokerage Services, U.S. Bancorp Investments, and Bancwest Investment Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Jimenez is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Merrill since 2021 and previously spent six years at Morgan Stanley. Jennifer also has experience with Pasadena City College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tomik Sarkissian is a Financial Advisor with Merrill Lynch Wealth Management, focused on helping clients manage their financial resources to achieve their short-, mid-, and long-term goals. He works one-on-one with clients to understand their priorities and develop tailored portfolio strategies. His services include general investing, retirement planning, and saving for unexpected events, as well as providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. With an emphasis on ongoing advice and guidance, Tomik adapts clients' portfolios as their situations change. He holds the professional designation of Personal Investment Advisor (PIA) and earned his Bachelor's Degree from Islamic Azad University. Tomik communicates fluently in English, Armenian, and Farsi.

Jonathan Bratincevic is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and leveraging firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements.

Joanna Sheffron is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment offerings.

Linh Nguyen is a financial advisor with Merrill in Pasadena, CA, holding a Series 66 license and eight years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2017, and previously at Citibank N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and supports a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Grace Mekikian is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their financial goals and develop strategies to help them pursue objectives across short-, mid-, and long-term horizons. Grace provides advice on general investing, retirement planning, and saving for unexpected expenses, in addition to connecting clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Chicago. Grace aims to serve as an ongoing resource and guide, assisting clients as their financial needs evolve over time.

Mark Tschinkel is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Ameriprise. Outside of finance, he is a freelance musician based in San Dimas, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.